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    Remote Retirement Plan Compliance Analyst - Atlanta, United States - Ascensus

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    Full time
    Description

    Job Functions

    , Essential Duties and Responsibilities
  • Ability to successfully complete and support the work outlined for the Compliance Associate roles
  • Reads and comprehends retirement plan provisions from plan documents, summaries of plan provisions, and related plan materials to ensure accuracy and compliance with regulations.
  • Understands, considers and applies legislation and regulations, including but not limited to IRS, DOL, and ERISA, when preparing, analyzing and interpreting information
  • Supports DOL, IRS, and Large plan audits
  • Supports the Plan Consultants in resolving operational and compliance issues related to qualified plans
  • Is responsible for plan administration, compliance and testing for identified blocks of business
  • Tracks and monitors job progress to ensure that all necessary data is requested and received in order to meet compliance deadlines
  • Prepares annual valuation and compliance reports for Clients
  • Provides detailed consultations with Plan Consultant in drafting plan documents, plan amendments, and other legal documents
  • Supports and completes assigned quality assurance reviews
  • Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
  • Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day-to-day basis showing your support of our organizational culture.
  • Assist with other tasks and projects as assigned
  • Supervision

  • N/A
  • Section 3: Experience, Skills, Knowledge Requirements

  • Bachelor's degree preferred
  • Minimum 5 years of hands on Retirement plan testing experience is a must; 8+ years is preferred
  • Experience doing Employer Calculations
  • Must have experience with 5500's and other relevant documents
  • Experience with cash basis and/or trust accounting
  • 5 years of prior ERISA experience in the retirement industry preferred
  • 5 years of experience in analysis of financial data required/ testing experience a must
  • Strong Word, Excel, and Outlook skills
  • Strong written and oral communication skills
  • Strong analytical and problem-solving skills
  • Strong attention to detail and the ability to prioritize, manage tasks and meet in connection with business operations, including related ERISA compliance matters
  • Associate holds Retirement Plan Fundamentals certification upon meeting eligibility requirements
  • QKA designation preferred but not required
  • Involvement or work towards associates QPA designation preferred
  • Prior experience with plan administration software, i.e., Relius, FT Williams, ASC, or Datair
  • We are proud to be an Equal Opportunity Employer


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